RWM
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Ruedi Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Ruedi Wealth Management’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2
Closed -$238 – 334
2024
Q3 		$238 Sell
2
-3
-60% -$357 ﹤0.01% 335
2024
Q2 		$585 Buy
+5
New +$596 ﹤0.01% 407

Other funds holding ARE

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ruedi Wealth Management's ARE Position: Q4 2024 in Review

Ruedi Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q4 2024, closing a stake of 2 shares — an estimated $238 sold.

Ruedi Wealth Management first reported a position in ARE in Q2 2024 and held it in 2 quarters. The position peaked at $585 in Q2 2024. 656 funds tracked by Wall St. Rank hold ARE as of Q4 2024.

  • Ruedi Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q4 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 2 Alexandria Real Estate Equities shares in Q4 2024, an estimated $238.
  • Ruedi Wealth Management first reported a position in Alexandria Real Estate Equities in Q2 2024 and held it in 2 quarters.
  • Ruedi Wealth Management's Alexandria Real Estate Equities position peaked at $585 in Q2 2024.
  • 656 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2024.

Based on Ruedi Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.